Plan Ledger DOL Form 5500 · updated monthly

Worth Ross Management Co. Inc.401(k)

WORTH ROSS 401(K) PLAN · IRVING, TX · plan year 2024

Reported admin expense ratio · 2024
0.19%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Worth Ross Management Co. Inc. reported $19,600 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $1,404 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.17% to 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Texas (2,942nd of 5,688), and 1,057th of 2,096 in real estate & leasing. In 2024, employees put in $1.93 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,865,059
Participants with balances333
Active participants475
Employer contributions$666,773
Employee contributions$1,284,177
Employer contribution per active participant$1,404
Average account balance$32,628
Benefits paid to participants$1,638,641
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$10.9M · 333 accts · $667K emplr
2022$7.2M · 312 accts · $548K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,355
Investment management$2,245
Total administrative$19,600
The Worth Ross Management Co. Inc. 401(k) match · 2024
Employer contribution per active participant$1,404
Median for plans this size$2,416
2024$1,404 per active participant
2022$1,193 per active participant

Worth Ross Management Co. Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
SOVEREIGN WEALTH ADVISORS LLC · Recordkeeping · Trustee$49,923
ADP, INC. · Loan processing · Recordkeeping$19,599

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$19,600 · 0.19%
2022$12,919 · 0.17%
Same employer
Similar plansReal Estate & Leasing · Texas
Dmc-Management Co., LTD TX$11.5M · 0.76%
Intercity Investments, Inc. TX$10.5M · 0.39%
Rattikin Title Company TX$10.2M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 030380975 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.